1NVDA
GPU leader; highest news density in the semiconductor space.
BEST OF
Best Semiconductor Stocks to Watch in 2026
Semiconductor companies are central to the AI and broader tech cycle. Here is our live-coverage list ordered by news velocity in the last 90 days, covering foundries, fabless designers, and equipment makers.
2AVGO
Custom ASIC + networking silicon leader.
3TSM
World’s largest foundry; every advanced process pipeline eventually ties back here.
4AMD
CPU/GPU dual-threat; Zen server + MI GPU lineup.
5MU
Memory / HBM cycle exposure.
6QCOM
Smartphone modem + AI at the edge narrative.
7ARM
IP licensing across the entire mobile + data-center stack.
8ASML
EUV lithography monopoly; leading indicator for entire industry.
9INTC
IDM 2.0 turnaround coverage.
10LRCX
Semiconductor equipment maker with heavy memory exposure.
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